TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.25M
3
+$996K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$962K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$874K

Top Sells

1
+$3.55M
2
+$1.4M
3
+$568K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$559K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$541K

Sector Composition

1 Consumer Discretionary 2%
2 Technology 0.66%
3 Consumer Staples 0.25%
4 Industrials 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.01%
199
152
$41K 0.01%
690
+320
153
$41K 0.01%
827
154
$40K 0.01%
+1,686
155
$40K 0.01%
192
156
$39K 0.01%
854
157
$39K 0.01%
+1,806
158
$36K ﹤0.01%
309
159
$36K ﹤0.01%
3,001
+3,000
160
$33K ﹤0.01%
574
161
$32K ﹤0.01%
247
162
$31K ﹤0.01%
407
163
$31K ﹤0.01%
243
164
$30K ﹤0.01%
752
165
$29K ﹤0.01%
+700
166
$29K ﹤0.01%
554
+3
167
$29K ﹤0.01%
205
+1
168
$29K ﹤0.01%
542
169
$28K ﹤0.01%
550
+325
170
$28K ﹤0.01%
712
+1
171
$27K ﹤0.01%
+846
172
$27K ﹤0.01%
84
173
$27K ﹤0.01%
+433
174
$26K ﹤0.01%
425
+185
175
$26K ﹤0.01%
205
5 6
7
8 9